LeadSence AI-Powered Intelligence for Salesforce
AI-Powered Salesforce Insights, Automation & Next Best Actions
Overview
LeadSence is an AI assistant for Salesforce that provides sentiment analysis, summaries, topic extraction, smart replies, file insights, account analytics, batch processing, a Natural Language Query AI Agent and AI-powered Next Best Action recommendation
See How LeadSence AI-Powered Intelligence for Salesforce Works
Query Salesforce data without keeping track of complex field API names or tricky filters / conditions. Enter your Query in plain English Sentence and Let LeadSence handle the rest and return instant Results
Instantly enrich Support Cases with AI-generated sentiment, intent, and attached file summaries before agents even open the cases or any Custom/Standard Object on demand.
Track customer tone and Account health with AI Powered scoring. Account Engagement Advisor provides a unified view of customer engagement by identifying key trends across all Activities. Generate a quick account summary with actionable AI insights.
AI Powered Next Best Action recommendations that analyze customer interactions, sentiment, and CRM data to suggest the most effective follow-up actions.
AI Powered file processing (PDF, PNG, JPG, JPEG, WEBP, TXT) to extract text, summarize content, and generate actionable insights and Native Salesforce dashboards for trends, topics, sentiment analytics, and performance monitoring.
Batch processing to automatically analyze historical Cases, Emails, Tasks, and Leads at scale.
Lightning-fast processing using OpenAI (GPT-4o, GPT-4o-mini, GPT-3.5-Turbo) or Ollama (Llama 3, Gemma 2B, Mistral).
Advanced Text Analyzer to instantly understand long messages, extract key points, and highlight critical action items.
Flexible admin controls to switch between OpenAI, private Ollama servers, or preferred model configurations with a single setting.
LeadSence embeds AI intelligence into Salesforce to help Sales, Service, and Support teams turn unstructured communications and data into actionable tasks. It analyzes emails, cases, notes, files, or any other Salesforce custom or standard object records to detect sentiment, extract topics, create concise summaries, and surface answers via a Natural Language Query AI Agent. LeadSence also recommends AI-powered Next Best Actions from customer interactions. It operates in real time or via batch processing across EmailMessage, Case, Lead, Account, Opportunity, or any standard or custom object, enabling teams to prioritize leads, monitor account health, handle escalations, and make faster data-driven decisions. With support for OpenAI and Ollama models, native LWCs with FLS/CRUD enforcement, dashboards, and file summarization, LeadSence boosts productivity while preserving enterprise security and governance.
Categories
- Business Needs
- Customer ServiceSales IntelligenceCase Management
- Industries
- Financial ServicesManufacturingProfessional Services
- Personas
- ExecutiveMarketerSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldSales ProgramsManaged PackageLightning App BuilderSalesforce Mobile
